Summerfield G. Roberts Foundation Trust Grant

Summerfield G. Roberts Foundation Trust Grant

Status: ACTIVE
Funder: The Summerfield G Roberts Foundation
Last Updated: July 15, 2025

Summary

The Summerfield G. Roberts Foundation Trust Grant, established in 1990, supports Texas history education, medical research, and scholarships for graduate studies in business and finance. Managed by Bank of America, the foundation awards grants to nonprofit organizations that align with its mission to address vital community needs. With an initial corpus of $6 million, it seeks to empower individuals and promote knowledge through various educational initiatives.

Overview

Bank of America, N.A. serves as trustee, co-trustee or agent to numerous private foundations. Many of these foundations are managed by our Texas Private Bank, Philanthropic Solutions office in Dallas, Texas. Donors of these foundations and charitable trusts have granted discretion to Bank of America Private Bank to design and execute charitable grantmaking programs to support nonprofit organizations serving vital community needs. Working with either an internal distribution committee or in conjunction with a co-trustee, family member, or external advisor, we carefully evaluate grant proposals to ensure that meaningful grants are awarded in accordance with the philanthropic mission of each foundation. We have prepared these grantmaking procedures as a tool to help the nonprofit community better understand the grantmaking goals and grant application processes for these foundations. Mission The Summerfield G. Roberts Foundation was established in 1990 at the conclusion of the lifetime trust created by Dallas businessman Summerfield G. Roberts for his wife, Annie Lee Warren Roberts. The foundation began with a corpus of about $6 million and provides equal financial assistance in three areas: support of the study, teaching, research, and dissemination of Texas history; scholarships and grants to students and physicians conducting medical research; and scholarships for Texas residents for graduate work in business, commerce, finance, and oil and gas.

Eligibility

We've imported the main document for this grant to give you an overview. You can learn more about this opportunity by visiting the funder's website.

Application Details

Bank of America Private Bank
Philanthropic Solutions
Grantmaking Procedures – Texas Office
I. INTRODUCTION
Bank of America, N.A. serves as trustee, co-trustee or agent to numerous private foundations. Many of these
foundations are managed by our Texas Private Bank, Philanthropic Solutions office in Dallas, Texas. Donors
of these foundations and charitable trusts have granted discretion to Bank of America Private Bank to design
and execute charitable grantmaking programs to support nonprofit organizations serving vital community
needs.
Working with either an internal distribution committee or in conjunction with a co-trustee, family member, or
external advisor, we carefully evaluate grant proposals to ensure that meaningful grants are awarded in
accordance with the philanthropic mission of each foundation. We have prepared these grantmaking
procedures as a tool to help the nonprofit community better understand the grantmaking goals and grant
application processes for these foundations.
For the Texas foundations, there is a combined annual giving of over $100 million dollars awarded to
charitable organizations. The majority of these grants are awarded in Texas. Please review Section IV of these
guidelines to learn more about the various foundations and their geographic focus areas. In addition, please
note that not all charitable foundations we manage are listed in Section IV of this document or listed at on the
website at either the family or the foundation’s request. Visit www.bankofamerica.com/grantmaking for
periodic additions and updates.
Carefully review all sections of both the Grantmaking Procedures to ensure compliance with all procedural
requirements. Incomplete or incorrect applications cannot be considered.
Please note that if your organization is awarded a grant, a Post Grant Evaluation Report is required
within 1 year of the grant award date. Please see pages 11-13 for more details.
II. PHILANTHROPIC GOALS
Program Focus Areas
Since each foundation has a unique charitable giving area, please refer to our website,
www.bankofamerica.com/grantmaking, to learn more about the program focus areas. You can navigate to the
foundations using the Search for Grants ‘Find a Foundation’ search feature, and research each respective
foundation detail page for further details and giving preferences of the foundations.
Type of Support
Each foundation has unique giving preferences for the type of support provided (program, operating, capital,
etc.). We ask that you please refer to our website to review the respective foundation detail pages for further
details. The majority of grants are 1 year in duration; however, we occasionally consider multi-year support.
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Grantee Lists
You may review each foundation’s most recent list of grantees in the ‘Grant History’ section of each
foundation detail page. The interactive Foundation Maps tool is part of Candid-The Foundation Center’s
eGrant Reporting Program. To learn more about navigating the Maps, visit Candid-The Foundation Center’s
tour of Foundation Maps. (https://maps.foundationcenter.org/tour.php)
III. APPLICATION PROCEDURES
The Texas office currently manages a number of separate foundations, each with its own mission statement
and funding parameters. However, we have standardized the application process and now require an online
application for all of these foundations. The first step in our streamlined application process is to select a
foundation toward which to apply. This step requires you to determine if there is a match between your
organization’s work and the funding parameters of the selected foundation.
Before You Apply
We recommend that you thoroughly research the information provided at
www.bankofamerica.com/grantmaking. The website provides detailed information about each foundation, and
the Find a Foundation search feature may assist you further in selecting the various foundations. Specifically,
please thoroughly read the foundation detail pages, which are 1-page summaries on each foundation, and the
Frequently Asked Questions (FAQ) tab which provides helpful overview information. After exploring our
website, you should be able to determine:
1. An appropriate foundation by entering the Area Served and/or Program Type preference(s) in the
search filter
2. If your organization in fact meets the geographic and/or programmatic parameters of the specific
foundation
3. The proposal deadline of the specific foundation, ensuring that your proposal is submitted at the
appropriate time of the year
Please refer to Section IV for brief details about the geographic focus area(s) and proposal due dates of each
foundation.
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Application: 1 Year Skip Cycles
Eligibility to re-apply for a grant award from the foundations noted below requires grantee organizations to
skip 1 grant cycle (1-year) before submitting a subsequent application. For example, if your organization
received a grant in 2021, it would be ineligible to apply for the 2022 grant deadline.
 Nathalie & Gladys Dalkowitz Charitable Trust
 Katrine Menzing Deakins Charitable Trust
 William E. Dean III Charitable Foundation
 Robert W. Knox, Sr. & Pearl Wallis Knox Charitable Foundation
 Marcia & Otto Koehler Foundation
 Helen Irwin Littauer Educational Trust
 Ann L. & Carol Green Rhodes Charitable Trust
 Helen Gertrude Sparks Charitable Trust
 Stein Family Charitable Trust
 Crystelle Waggoner Charitable Trust
 Roy & Christine Sturgis Charitable Trust
Application: 2 Year Skip Cycles
1-year grants: Organizations that receive a grant from the foundations noted below must skip 2 years before
submitting a subsequent application. For example, if your organization was awarded a grant in 2021, it would
be ineligible to apply until 2024.
 Katherine C. Carmody Charitable Trust
 The Hillcrest Foundation
 W.P. & Bulah Luse Foundation
Multi-year grants: Organizations that receive a multi-year grant from the foundations noted below are
ineligible to re-apply until 2 years after receiving your last grant installment. For example, if your organization
was awarded a 2-year grant in 2021, and last installment was received in 2022, your organization would
ineligible to apply until 2025.
 Roy & Christine Sturgis Charitable Trust
 The Hillcrest Foundation
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Application Eligibility rules for small foundations
Due to the limited amount of grant dollars available to distribute each year, the foundations noted below will
only accept online grant applications from organizations with annual operating budgets of less than $20
million.
 R.D. Beirne Trust
 Thelma Braun & Bocklett Family Foundation
 J.N. and Macie Edens Foundation
 The Florence Foundation
 Perry Dean & Alice Graham Charitable Foundation
 Luella Kemper Trust
 Carrie S. Orleans Trust
 Dr. & Mrs. Paul Pierce Memorial Foundation
 Garland D. Rhoads Foundation
 Annie Lee Robbins Foundation
 Eugene Straus Charitable Trust
Submitting an Application
Please follow the Online Help application instructions and use the ‘Apply Now’ link provided on each
foundation detail page at www.bankofamerica.com/grantmaking. Please try to be as concise as possible
when completing the online application.
Specific Application Requirements and Submission Information
1. Please do not include any additional attachments other than those specifically requested by the
foundation.
2. Email submissions are not accepted.
Please submit online applications by 11:59 p.m. on the day of the foundation’s deadline date. If the application
deadline date falls on a weekend or a federally recognized holiday, we do not extend the deadline, therefore
applications must be submitted on the prior business day by 11:59 p.m.
Online grant applications will be accepted 24-hours a day, 7 days a week, generally on, or prior to the proposal
due date. However, applicant inquiries can only be answered during normal business hours, Monday through
Friday, 9 a.m. – 5 p.m. CT.
Please be advised that technical support is only provided Monday through Friday, 9 a.m. – 5 p.m. EST and
NOT provided on weekends for password resets or general technical inquiries. Therefore, it is best to start your
application early, seek technical support during business hours, and to submit your application in advance of
the due date.
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IV. LIST OF FOUNDATIONS
Below is a list of foundations managed by the Dallas, Texas office that have approved an “open or public”
grant application process. Each foundation below lists its areas of geographic and program focus,
corresponding application deadlines, and decision dates. All of the foundations below have moved to an
online application process.
See the individual foundation detail pages for more information. Note that many of our donors’ foundations
not listed on the website have chosen a “closed” application process, and we therefore solicit grant proposals
from charitable entities upon their direction.
Foundation Name Geographic Focus Program Type Application Decision
of Foundation Deadline Timeframe
R. D. Beirne Trust TX (Preference for Human Services January 1 2-3 months
Grayson County, TX) August 1
Thelma Braun & Bocklett Grayson County, TX Arts, Culture, & January 1 2-3 months
Family Foundation Humanities; Education; August 1
Health; Human Services
Minnie M. Jones Trust Grayson County, TX Education; Health; Human January 1 2-3 months
Services August 1
Luella Kemper Trust Grayson County, TX Education; Human January 1 2-3 months
Services August 1
Dr. & Mrs. Paul Pierce Grayson County, TX Education; Health; Human January 1 2-3 months
Memorial Foundation Services August 1
Clara Blackford Smith & W. Grayson County, TX Education; Health; Human January 1 2-3 months
Aubrey Smith Charitable Services August 1
Foundation
C. B. Baird, Jr. Foundation Fort Worth, TX Arts Culture and February 1 2-3 months
Humanities; Education;
Human Services; Public
& Society Benefit
Nathalie & Gladys San Antonio, TX area Arts, Culture & February 1 3-4 months
Dalkowitz Charitable (Bexar County) Humanities; Education;
Trust Human Services;
Religion-Related
Marcia & Otto Koehler TX Arts, Culture, & February 1 3-4 months
Foundation Humanities; Education;
Human Services; Youth
Development; Medical
Research
Shelby Rae Tengg Bexar County, TX Medical Research February 1 3-4 months
Foundation for Heart and
Cancer Research
Hillcrest Foundation Dallas, TX and Education; Health; Human February 28 3 months
surrounding Services November 30
communities July 31
**
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Foundation Name Geographic Focus Program Type Application Decision
of Foundation Deadline Timeframe
The Joyce Peugh Pate Fort Worth, TX Arts, Culture and March 1 3-4 months
Capper Charitable Trust Humanities; Education;
Medical Care; Religion
Related
J. N. & Macie Edens Preference for Community Improvement March 1 3-4 months
Foundation Navarro County, TX & Capacity Building;
Education; Human
Services
Perry Dean & Alice Preference for Arts, Culture & March 1 3-4 months
Graham Charitable Navarro County, TX Humanities; Education;
Foundation Human Services
Helen Irwin Littauer Preference for Arts, Culture, & March 1 3-4 months
Educational Trust Tarrant County, TX Humanities; Education;
Food & Shelter; Health;
Human Services
A.M. Pate Jr. Charitable Preference for Arts Culture and March 1 3-4 months
Trust Tarrant County, TX Humanities, Education,
Historic Preservation,
Human Services,
Religion-Related
Ann L. & Carol Green Tarrant County, TX Arts, Culture, & March 1 3-4 months
Rhodes Charitable Trust Humanities; Education;
Human Services
Annie Lee Robbins Preference for Arts, Culture, & March 1 3-4 months
Charitable Foundation Navarro County, TX Humanities; Education;
Human Services
Marion & Miriam Rose AR (Little Rock) Human Services March 1 3-4 months
Fund
Roy & Christine Sturgis Texas (1st preference Arts, Culture, & March 1 3-4 months
Charitable Trust for organizations in Humanities; Education;
the Dallas area and Health; Human Services
then organizations in
North Texas), AR
Robert W. Knox, Sr. & National (Preference Animal-Related; April 1 3-4 months
Pearl Wallis Knox for organizations in Education; Human
Charitable Foundation Harris County, TX Services; Religion-Related
and surrounding
counties.)
Fichtenbaum Charitable TX (preference for Arts, Culture, & May 1 3-4 months
Trust Dallas County and Humanities; Education;
North Texas Health; Human Services;
surrounding counties) Youth Development;
Medical Research
Harry S. Moss Heart Trust TX Medical Research May 1 3-4 months
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Foundation Name Geographic Focus Program Type Application Decision
of Foundation Deadline Timeframe
Joni Elaine Templeton TX (Preference for Animal-Related; May 1 3-4 months
Foundation Travis County, TX) Community Improvement
& Capacity Building;
Education; Human
Services; Religion-Related
Hahl Proctor Charitable Permian Basin Area, Arts, Culture, & May 15 3-4 months
Trust TX Humanities; Education;
Human Services
Stinson Foundation Permian Basin Area, Arts, Culture, & May 15 3-4 months
TX Humanities; Education;
Human Services
W.P. & Bulah Luse TX Education; Health; Human June 1 3-4 months
Foundation Services
December 1
Mercy Work Foundation of OK Animal-Related June 15 3-4 months
Oklahoma
Leola Osborn Trust OK Human Services; Mental June 15 3-4 months
Health & Crisis
Intervention
Lavina Parker Trust OK Human Services; Mental June 15 3-4 months
Health & Crisis
Intervention
William E. Dean III National Animal-Related; July 1 3-4 months
Charitable Foundation Education; Human
Services; Religion-Related
Boyd & Evelyn Mullen Houston, TX Education; Human July 31 3 months
Foundation Services, Health, Medical
Research, Religion-
Related
Eugene Straus Charitable Dallas County, TX Arts, Culture, & July 31 3-4 months
Trust Humanities; Education;
Environment; Health;
Human Services; Religion-
related
Katherine C. Carmody TX (Preference given Education; Human August 1 3-4 months
Charitable Trust to Navarro County, Services; Religion-
TX and Dallas, TX Related
area)
W. H. & Mary Ellen Cobb Panhandle; Amarillo Human Services August 1 3-4 months
Charitable Trust and vicinity, TX
Katrine Menzing Deakins Preference for Education; Health; August 1 3-4 months
Charitable Trust Tarrant County, TX Human Services
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Foundation Name Geographic Focus Program Type Application Decision
of Foundation Deadline Timeframe
The Florence Foundation TX (Preference for Education; Health; August 1 3-4 months
Dallas County, TX Human Services; Medical
and contiguous Research; Religion-
counties) Related
Carrie S. Orleans Trust Dallas County, TX Human Services August 1 3-4 months
Helen Gertrude Sparks Preference for Arts, Culture, & August 1 3-4 months
Charitable Trust Tarrant County, TX Humanities; Education;
Health; Human Services
Stein Family Charitable Preference for Arts, Culture, & August 1 3-4 months
Trust Tarrant County, TX Humanities; Human
Services
Crystelle Waggoner Preference for Arts, Culture, & August 1 3-4 months
Charitable Trust Tarrant County, TX Humanities; Human
Services
Milton Hicks Wood & Preference for Human Services August 1 3-4 months
Helen Gibbs Wood Tarrant County, TX
Charitable Trust
Garland D. Rhoads TX (Preference for Community Improvement September 1 3-4 months
Foundation Navarro County, TX) & Capacity Building;
Education; Health Care;
Human Services;
Religion-Related
The Summerfield G. TX Education; Research; November 1 3-4 months
Roberts Foundation Trust Scholarships
** Rolling proposal due dates. Exact proposal due dates noted above.
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V. CONTACTS
For grant application inquiries, please contact us at tx.philanthropic@bofa.com and your question will be
referred to the appropriate person. Our staff contact information is listed below for your convenience.
Name
Meghan Bennett
VP, Philanthropic Client Manager
Carl C. Anderson, Sr. & Marie Jo Anderson Charitable Foundation*
C. B. Baird, Jr. Foundation
The Joyce Peugh Pate Capper Charitable Trust
W.H. & Mary Ellen Cobb Charitable Trust
Katrine Menzing Deakins Charitable Trust
Roy & Emma Jenkins Memorial Trust*
Helen Irwin Littauer Educational Trust
H.C. & C.B. Locke Charitable Trust*
Mercy Work Foundation of Oklahoma
Boyd & Evelyn Mullen Foundation
Leola Osborn Trust
Lavina Parker Trust
A.M. Pate Jr Charitable Trust
Ann L. & Carol Green Rhodes Charitable Trust
RSMIS Foundation*
Helen Gertrude Sparks Charitable Trust
Stein Family Charitable Trust
Joni Elaine Templeton Foundation
Crystelle Waggoner Charitable Trust
Willingham Foundation*
Milton Hicks Wood & Helen Gibbs Wood Charitable Trust
Robert Fox
Managing Director, Philanthropic Client Manager
Helen Freeborn Kerr Charitable Foundation*
Louise J. & Millie Matcek Kocurek Foundation*
Kronkosky Charitable Foundation*
Summerfield G. Roberts Trust
Marion & Miriam Rose Fund
David & Betty Sacks Foundation*
Roy & Christine Sturgis Charitable Trust
Cecilia Young Willard Helping Hand*
Mateo Henao
VP, Sr. Philanthropic Officer
Nathalie & Gladys Dalkowitz Charitable Trust
Robert W. Knox, Sr. & Pearl Wallis Knox Charitable Foundation
Marcia & Otto Koehler Foundation
Shelby Rae Tengg Foundation for Heart and Cancer Research
Julia Rose Work
AVP, Sr. Philanthropic Officer
Harry S. Moss Heart Trust
William E. Dean III Charitable Foundation
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Kelly Garlock
SVP, Philanthropic Client Manager
Sylvan Baer Foundation*
R. D. Beirne Trust
Thelma Braun & Bocklett Family Foundation
Prentice & Alline Brown Foundation*
Katherine C. Carmody Charitable Trust
J.N. & Macie Edens Foundation
Fichtenbaum Charitable Trust
Perry Dean & Alice Graham Charitable Foundation
Hillcrest Foundation
Minnie M. Jones Trust
Luella Kemper Trust
E.L. Kurth Charitable Foundation*
Hattie Mae Lesley Foundation*
Lesley Family Foundation*
W. P. & Bulah Luse Foundation
Leo A. & Inez D. McDonald Trust*
Carrie S. Orleans Trust
Dr. & Mrs. Paul Pierce Memorial Foundation
Hahl Proctor Charitable Trust
Garland D. Rhoads Foundation
Annie Lee Robbins Charitable Foundation
Clara Blackford Smith & Aubrey Smith Charitable Foundation
Eugene Straus Charitable Trust
Stinson Foundation
Pierce M. Williamson & Jeanette G. Williamson Foundation*
Ursula Lashawn Harris
Officer, Philanthropic Officer
Sophie Hoffman
Philanthropic Officer
Grace Paukune
Officer, Philanthropic Officer
Elizabeth VanOort
AVP, Sr. Philanthropic Officer
Julia Work
AVP, Sr. Philanthropic Administrator
* These foundations are not listed on the website. Contact tx.philanthropic@bofa.com for more information.
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Post Grant Reporting
A grant report is required within 1 year of the grant application date, regardless of whether all of the funds
have been spent. You will be ineligible for future grant funding if this report is not received within a year of
the grant award. Organizations receiving a multi-year award are required to submit reports annually until the
end of the grant term
A grant report is required within 1 year of the grant application date, regardless of whether all of the funds
have been spent. You will be ineligible for future grant funding if this report is not received within a year of
the grant award. Organizations receiving a multi-year award are required to submit reports annually until the
end of the grant term.
Online grant report forms for approved requests submitted online, will be published in your MyAccount portal
in the Requirement tab. If the online grant report form is not yet visible, please let us know via email
tx.philanthropic@bofa.com, and we will publish an online form to your account.
If you submitted a hard copy application for one of our foundations that does not use an online application
process, please use our post grant evaluation form on pages 12 & 13. Your completed grant report may be
emailed to tx.philanthropic@bofa.com. Be sure to include in the email subject line the following information:
Post Grant Evaluation for the [Note the Foundation Name] and [Name of your organization].
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Texas Post Grant Evaluation Report
Bank of America Private Bank - Philanthropic Solutions
Agency name/grantee: _________________________________________________________________
Name of Foundation: _________________________________________________________________
We look forward to receiving a report on the progress of the funded program within one year of the grant
award date. Please include brief responses to the following questions:
1. How did you fulfill the goals set by your organization in the grant application?
2. What are the lasting benefits of the project?
3. What problems did you encounter during the course of this project?
4. Please provide an itemized income and expense summary for the total project. Please
indicate specific sources of all income. If there is a remaining grant balance, please explain here.
5. If this project is on-going, please list the sources for future funding.
6. What are the specific plans, if any, for continuing the work started by this project?
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Grant Expenditures
Please provide an itemized breakdown of grant expenditures.
Amount Awarded $__________________ Date of Award: __________________________
Item/Program/Service Expenditure Amount
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
Total Spent:_____________________________ Remaining Balance:_____________________________
Prepared by:_____________________________ _______________________________________
Print Name Signature
Title: ___________________________________ Date:__________________________________
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VI. FREQUENTLY ASKED QUESTIONS (FAQ)
The following FAQs provide Texas-specific guidance, but we also encourage you to review the FAQ tab at
www.bankofamerica.com/grantmaking for a complete description of the grantmaking process. On the FAQ
tab, we provide more nationally-oriented FAQs.
Grantmaking Process
1. Which foundation should we choose? Do I need to direct my proposal to a particular one?
You will need to select a particular foundation to direct your application. Each of the foundations has its own
mission statement and funding parameters. Please research these foundations on our website first, and if you
have further questions, please feel free to contact us.
2. Who reviews my proposal and makes the final funding decision?
After receiving the proposal, the Philanthropic Administrator will conduct a preliminary check to ensure it is
complete and meets with the funding parameters for the foundation. If complete, additional staff will begin
reviewing the proposal, conducting site visits, and requesting any additional information needed. Once the due
diligence process is complete, the Philanthropic Client Manager and staff meet to discuss the merits of all
proposals and make preliminary recommendations in the context of all pending requests. These
recommendations are then submitted to the appropriate Board of Trustees or review committee for each
respective foundation for the final funding decisions.
Applying for a Grant
3. How do I identify an appropriate dollar request?
Foundations consider several factors when reviewing a request, including: the significance of the need being
addressed by the organization/project; how effectively the organization is working toward meeting that need;
size of the organization and/or project budget; and the connection of the organization’s budget to the
foundation’s mission.
4. Should I apply for operating, program or capital support?
We place emphasis on the quality of the work being done and understand that organizations need various
forms of support. We will consider many types of requests. Some foundations, however, were created with
very specific guidelines for the type of support that can be provided. Review the individual foundation detail
pages on the website for details about the types of support provided.
5. Are there other Texas-focused funding opportunities available from foundations beyond those
described in this document and on the website?
Yes. There are many private foundations managed at Bank of America Private Bank and the Texas
Philanthropic Solutions office. We have provided background and application information for many
foundations where Private Bank associates are involved in the discretionary grantmaking aspect of managing
the foundation. For other foundations administered by the Texas Private Bank Philanthropic Solutions office,
please review the Contact section on page 12.
6. Should I apply for single or multi-year support?
Although the majority of grants are 1 year in duration, some foundations occasionally consider multi-year
requests. Review the individual foundation detail pages on the website for details about which foundations
will consider making multi-year commitments.
7. Do you invest in start-up nonprofits or in programs that are not yet off the ground?
We typically do not provide support for start-ups.
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